I am only 20% invested in this market. The other 80% are in cash in my brokerage account waiting for a drop.

I am only 20% invested, because I think that the market is retarded

I am 80% out until I see a big drop in the market (where I buy), or there is a clear breakthrough in the vaccine and positive economic data AND only then i'll invest my remaining 80%

My Current Holdings are:

JPM / AXP / MS / ABBV / MRK / GILD / WMT / AMZN / LHE.DE (this on is risky)

I am pretty much investing in financials because they are at fairly low prices (compared to other sectors)

And then my next holdings are the recession proof ones (Healthcare and Retail)

My Lufthansa Position is more like gambling

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What do you guys think ???? Any suggestions ???

Some announced that lines will be opened again coming August, on the other end Norwegian Cruise Line had a warning of possible bankruptcy. Cruise lines Stocks are now traded about 60-80% below their yearly average. Of course no one knows what will happen. But what is your general feeling?

Opportunity or stay away?

https://www.dailymail.co.uk/news/article-8307487/Carnival-Cruise-bookings-600-PERCENT-announcing-voyages-restart-August.html

https://www.forbes.com/sites/sergeiklebnikov/2020/05/06/norwegian-cruise-line-raises-over-2-billion-after-warning-of-possible-bankruptcy/#c311522b8716

https://finance.yahoo.com/quote/CCL?p=CCL $CCL

https://finance.yahoo.com/quote/RCL?p=RCL $RCL